A mainstream Windows OS will run on both ARM and Intel chips. Majority of tablets and smartphones sold globally run on ARM processors.
“Consumers are familiar with Microsoft and very familiar with Windows and they’re less familiar with an Android environment. Microsoft has an awareness advantage with consumers that the Android folks didn’t have,”
“It’s up to Microsoft [and we’ll see] how well they’re going to exploit that advantage. But I think that’s a fundamental difference.”
However East believes that Android tablet sales will eventually take off provided they Android is given more time.
“Actually when Android phones were introduced, there was a lot of hype. And then, actually, they didn’t take off in the sort of way that reflected that hype. Then a few years later–two years later–half a million units a day, 700,000 units a day. [Android phones now are] really…a very successful product,”
At the end he spoke about their competitor – Intel. He said:
“So Intel [is] going to have…to compete with the 20 or so ARM licensees who are very actively supplying apps processors…This is really a question for Intel as to how well they think they’re going to be able to overcome those hurdles.”